"This may be the last time." ","tags":["Nvidia","Investment"]},{ Jensen Huang said at the Morgan Stanley Technology, Media & Telecom Conference that the previous investments in the two major AI startups, OpenAI and Anthropic, are likely the final deals. He added, "","tags":["Jensen Huang","Morgan Stanley Conference","Investment"]},{ The reason is they are preparing to go public."","tags":["IPO","OpenAI","Anthropic"]},{ Expected to happen by late 2026."","tags":["IPO Timing","2026"]},{
On Wednesday (4 Mar 2026), Jensen Huang added that the previously announced $100 billion investment in OpenAI from September last year "is probably no longer on the table." Similarly, the $10 billion investment in Anthropic, announced alongside Microsoft, is also likely to be the last deal."","tags":["Investment Announcement","OpenAI","Anthropic"]},{
Earlier, during Nvidia's latest Q4 earnings report, the documents stated,"","tags":["Nvidia","Q4 Earnings","Investment"]},{ "There is no guarantee that the company will finalize investment and cooperation agreements with OpenAI or that the transactions will be completed."","tags":["Investment Uncertainty","OpenAI"]},{
Related news:","tags":["Related News"]},{Nvidia’s Q4 revenue grew 73%, mostly from Data Center; profits doubled; strongest stock among AI sector."","tags":["Nvidia","Financial Results","AI Sector"]},{
Jensen Huang’s comments and the investment slowdown come amid concerns about whether the chipmaker’s relationship with OpenAI is weakening, as well as whether the revolving investments between tech companies and AI firms could be creating a bubble."","tags":["Industry Concerns","Relationships","Investment Bubble"]},{
Nvidia offered few further details, with a company spokesperson referring to earnings reports stating,"","tags":["Nvidia","Company Statement"]},{ All Nvidia investments are clearly strategic, aimed at expanding and enhancing the company’s ecosystem. Many believe that Nvidia’s earlier stakes in OpenAI and Anthropic have already achieved this goal to a certain extent."","tags":["Strategic Investment","Ecosystem"]},{
In September last year, Professor Michael Cusumano of MIT Sloan School of Management candidly told the Financial Times that these investment deals are cyclical within tech companies and “almost cancel each other out.” He noted, "Nvidia invests $100 billion in OpenAI, while OpenAI announces plans to buy $100 billion worth of Nvidia chips."","tags":["Investment Cycle","Tech Industry","Financial Times"]},{
In the latest deal Nvidia closed last week during OpenAI’s $110 billion funding round, Nvidia’s investment was $30 billion—significantly less than the original commitment. If there are other reasons behind this, Jensen Huang did not disclose them, dismissing rumors of tension between the two companies as "nonsense."","tags":["OpenAI Funding","Investment Reduction","Rumor Denial"]},{
On another front, Nvidia’s relationship with Anthropic has also faced challenges. Just two months after Nvidia announced a $10 billion investment in Anthropic, CEO Dario Amodei spoke at the World Economic Forum, unnamed but clearly criticizing a U.S. chipmaker for selling high-performance AI processors to authorized Chinese customers, likening it to selling nuclear weapons to North Korea."","tags":["Anthropic","Nvidia Relationship","World Economic Forum"]},{
Furthermore, the latest industry development involves Anthropic being blacklisted by the U.S. government, banning all federal agencies from using Anthropic’s models after the company refused to allow their models to be employed for military attacks or surveillance on citizens."","tags":["Anthropic","Blacklist","U.S. Government"]},{
After Anthropic’s withdrawal, OpenAI quickly secured a deal with the U.S. Department of Defense, resulting in a negative backlash, including widespread removal of the ChatGPT app from App Stores, while Anthropic’s Claude app saw a surge in downloads."","tags":["OpenAI","Department of Defense","App Store Removal"]},{
Related news:","tags":["Related News"]},{Negative reviews for ChatGPT surged nearly 300%; Sam Altman admitted to "taking advantage and negligence."","tags":["ChatGPT","User Feedback","Sam Altman"]},{
These developments have made Nvidia a shareholder in two AI companies moving in clearly different directions, potentially forcing customers and industry partners to take sides."","tags":["Nvidia","AI Industry","Partnerships"]},{
Ultimately, it is unclear how Jensen Huang views this complex situation or what his predictions might be. While Nvidia cites the IPO plans of both companies as the reason for halting further investments, this does not align with typical private investment patterns where investors usually inject funds in later rounds to increase company valuation. A more plausible explanation might be Nvidia’s "withdrawal" from an unexpectedly complex and heated scenario."","tags":["Jensen Huang","Investment Strategy","IPO"]},{
Source:","tags":["Source"]},{TechCrunch","tags":["TechCrunch"]},{,","tags":[]},{CNBC","tags":["CNBC"]},{
Follow the Facebook page: Thairath Money at this link -","tags":["Social Media","Thairath Money"]},{https://www.facebook.com/ThairathMoney","tags":["Facebook","Thairath Money"]}]}]}